Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000ALURE78 Neuberger US Large Cap Value Fund EUR I4 Distributing Unhedged +33,30 % +11,28 % 2,72
2 IE0005DYIEB4 Neuberger US Large Cap Value Fund GBP I4 Distributing Unhedged +29,79 % +11,05 % 2,46
3 IE000J3SEMV7 Neuberger US Large Cap Value Fund GBP I2 Distributing Unhedged +29,72 % +11,02 % 2,46
4 IE000NVI0WF0 Neuberger US Large Cap Value Fund GBP Y Distributing Unhedged +29,57 % +11,05 % 2,44
5 IE000EA4KHA8 Neuberger US Large Cap Value Fund GBP I Distributing Unhedged +29,48 % +11,12 % 2,41
343 LU3173239131 Morgan Stanley Investment Funds US Core Equity Fund B2YM +9,07 % +14,28 % 0,45
417 IE000E60U4H4 Virtus GF U.S. Small-Mid Cap Fund M EUR Distributing -8,79 % +16,34 % -0,70
418 LU0035763456 Vontobel Fund - US Equity A USD -6,26 % +11,85 % -0,75
419 LU1725742628 Vontobel Fund - US Equity AHI (hedged) EUR -7,19 % +11,86 % -0,83
420 IE000WZPHSZ1 Virtus GF U.S. Small-Mid Cap Fund M GBP Distributing -11,13 % +15,98 % -0,86
421 IE000BFC5U86 Virtus GF U.S. Small-Mid Cap Fund M USD Distributing -11,85 % +15,82 % -0,92